Tax Preparation Insights with Trish Wright: Empowering Businesses and Individuals

SHOW NOTES

This 7th episode of the Power Partners USA Podcast, hosted by Alan Armijo, features a comprehensive discussion with Trish Wright, a tax preparation expert from Ameri Tax Services in Long Beach and Bixby Knolls. The dialogue covers the importance of thinking about the future rather than just the past when preparing taxes, the range of services offered by Trish's firm, including tax preparation, bookkeeping, and business entity structure evaluation, and their approach to working with diverse clients, including those considered 'messy' for CPAs. Trish also talks about how her firm adapts to tax code changes, their strategy for managing workloads during tax season and the importance of planning for major financial and personal life transitions. The conversation further delves into how business owners and individuals can avoid common financial mistakes by being forward-thinking and strategic with their taxes and financial planning. Additionally, Trish highlights the significance of having a reliable and knowledgeable accountant as part of one's financial 'village' to navigate the complexities of the tax world and make informed decisions for a financially secure future.

Trish Wright  |  Ameri Tax Services
Power Partners: Real Estate Brokers/Agents, All Small Business Owners particularly those with Employees, Financial Planners
Member Since September 2017

• Click Here for Account Page
• Trish's "Explained Here" Page 

• Power Partners USA website - www.PowerPartners.us
• Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)

• Graphics by Debra Armijo - www.iTrustMarketing.biz
• Music by Joan Jones - www.clubjoan.com

Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - info@powerpartners.us 562-843-7801

Chapters

• 0:00 Rethinking Tax Preparation: A Future-Focused Approach
• 0:45 Spotlight on Ameri Tax: Simplifying Tax and Bookkeeping
• 1:42 The Diverse Clientele of Ameri Tax
• 3:09 Navigating Tax Season: Updates, Strategies, and Client Education
• 4:43 Efficient Workflow and Team Dynamics at Ameri Tax
• 7:13 Personal and Business Tax Strategies
• 9:09 Understanding Different Business Entities and Tax Implications
• 9:33 The Unique Niche of Ameri Tax in Long Beach
• 12:42 Leveraging Power Partners for Mutual Growth
• 14:34 Building a Supportive Network for Clients
• 14:43 The Importance of Professional Referrals and Personalized Advice
• 15:39 Common Financial Mistakes and How to Avoid Them
• 17:52 Practical Advice for Managing Financial Records
• 19:30 Solving Key Client Problems: Future Planning and Entity Structuring
• 21:33 Strategic Tax Planning for Business Growth
• 22:55 The Importance of Continuous Financial Conversations
• 27:23 Understanding and Leveraging Tax Codes for Benefit – Success Stories
• 28:18 Ameri Tax Cost Structure of Tax Services
• 29:17 Concluding Thoughts on Tax Preparation and Future Planning